NIM
RJF icon

NEOS Investment Management’s Raymond James Financial RJF Stock Holding History

NEOS Investment Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29M Sell
28,288
-1,116
-4% -$169K 0.02% 395
2026
Q1 		$4.24M Sell
29,404
-1,312
-4% -$208K 0.02% 365
2025
Q4 		$4.92M Buy
30,716
+4,944
+19% +$798K 0.03% 334
2025
Q3 		$4.44M Buy
25,772
+9,100
+55% +$1.51M 0.03% 319
2025
Q2 		$2.55M Buy
16,672
+3,566
+27% +$511K 0.03% 336
2025
Q1 		$1.81M Buy
13,106
+2,505
+24% +$389K 0.03% 342
2024
Q4 		$1.64M Buy
10,601
+2,488
+31% +$376K 0.04% 327
2024
Q3 		$990K Buy
8,113
+1,624
+25% +$190K 0.03% 378
2024
Q2 		$799K Buy
6,489
+1,992
+44% +$246K 0.03% 363
2024
Q1 		$578K Buy
4,497
+1,834
+69% +$214K 0.04% 352
2023
Q4 		$297K Buy
2,663
+434
+19% +$44.7K 0.03% 391
2023
Q3 		$224K Buy
+2,229
New +$236K 0.03% 331

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NEOS Investment Management's RJF Position: Q2 2026 in Review

NEOS Investment Management reduced its Raymond James Financial (RJF) stake by 3.8% in Q2 2026, selling an estimated $169K and leaving 28,288 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #395.

NEOS Investment Management first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • NEOS Investment Management held 28,288 shares of Raymond James Financial worth $4.29M as of Q2 2026.
  • NEOS Investment Management sold 1,116 Raymond James Financial shares in Q2 2026, an estimated $169K.
  • Raymond James Financial made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #395 holding.
  • NEOS Investment Management first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Raymond James Financial position peaked at $4.92M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.